PAM
JPM icon

Peak Asset Management’s JPMorgan Chase JPM Stock Holding History

Peak Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$10K – 154
2020
Q3 		$10K Sell
100
-100
-50% -$9.82K ﹤0.01% 140
2020
Q2 		$18K Buy
+200
New +$19K 0.01% 126

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peak Asset Management's JPM Position: Q1 2026 in Review

Peak Asset Management reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $589K and leaving 77,171 shares worth $22.7M. The position accounts for 4% of the portfolio, ranked #3.

Peak Asset Management first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $25.5M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Peak Asset Management held 77,171 shares of JPMorgan Chase worth $22.7M as of Q1 2026.
  • Peak Asset Management sold 1,940 JPMorgan Chase shares in Q1 2026, an estimated $589K.
  • JPMorgan Chase made up 4% of Peak Asset Management's portfolio in Q1 2026, its #3 holding.
  • Peak Asset Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • Peak Asset Management's JPMorgan Chase position peaked at $25.5M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.